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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $794M AUM 1,867 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 321 New 891 Added 355 Reduced 163 Exited
Page 57 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 TAN INVESCO SOLAR ETF 80.0 $4K 0.00% $53.98 -8.6%
1122 CLX CLOROX CO DEL COM Consumer Defensive 45.0 $4K 0.00% +7.0 +18.4% $95.76 +11.4%
1123 PINS PINTEREST INC CL A Communication Services 191.0 $4K 0.00% -742.0 -79.5% $22.54 +3.8%
1124 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 25.0 $4K 0.00% $172.16 +1.0%
1125 ATI ATI INC COM Industrials 22.0 $4K 0.00% NEW $195.59 +5.8%
1126 CSL CARLISLE COS INC COM Industrials 13.0 $4K 0.00% +2.0 +18.2% $330.00 +11.4%
1127 EWJ ISHARES MSCI JAPAN ETF 46.0 $4K 0.00% $92.67 +2.7%
1128 BURL BURLINGTON STORES INC COM Consumer Cyclical 12.0 $4K 0.00% +6.0 +100.0% $354.00 -7.8%
1129 AVNS AVANOS MED INC COM Healthcare 170.0 $4K 0.00% $24.98 +0.0%
1130 CRBG COREBRIDGE FINL INC COM 134.0 $4K 0.00% +123.0 +1118.2% $31.68
1131 NTES NETEASE COM INC SPONSORED ADS Technology 35.0 $4K 0.00% $121.20 +5.8%
1132 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 115.0 $4K 0.00% +72.0 +167.4% $36.84 -0.0%
1133 VPU VANGUARD UTILITIES ETF 21.0 $4K 0.00% $199.90 -7.4%
1134 BPOP POPULAR INC COM NEW Financial Services 24.0 $4K 0.00% +19.0 +380.0% $173.88 -2.8%
1135 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 63.0 $4K 0.00% +5.0 +8.6% $65.95 -0.7%
1136 GATX GATX CORP COM Industrials 23.0 $4K 0.00% -19.0 -45.2% $180.35 -1.9%
1137 LEN LENNAR CORP CL A Consumer Cyclical 50.0 $4K 0.00% -25.0 -33.3% $82.32 +5.7%
1138 AM ANTERO MIDSTREAM CORP COM Energy 180.0 $4K 0.00% +68.0 +60.7% $22.85 -3.1%
1139 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 71.0 $4K 0.00% $57.39 +1.5%
1140 LNT ALLIANT ENERGY CORP COM Utilities 55.0 $4K 0.00% +10.0 +22.2% $73.82 -8.1%
Page 57 of 94  ·  1,867 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%